Mpwm Advisory Solutions, LLC New Holdings in Q4 2024

Mpwm Advisory Solutions, LLC

  • $137 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
3.85K
New
$19.44 - $28.35 $74.8K - $109K
3.85K $99.1M
VZ
Verizon Communications Inc

Communication Services
2.47K
New
$39.6 - $45.21 $97.8K - $112K
2.47K $98.8M
PG
Procter & Gamble CO

Consumer Defensive
587
New
$161.05 - $179.7 $94.5K - $105K
587 $98.4M
TSLA
Tesla, Inc.

Consumer Cyclical
243
New
$213.65 - $479.86 $51.9K - $117K
243 $98.1M
KO
Coca Cola CO

Consumer Defensive
1.55K
New
$61.74 - $71.71 $95.5K - $111K
1.55K $96.3M
FTSL
First Trust Senior Ln Fund

ETFs
2.06K
New
$45.9 - $46.48 $94.6K - $95.8K
2.06K $95.3M
S
Sentinel One, Inc.

Technology
4.25K
New
$22.05 - $28.68 $93.7K - $122K
4.25K $94.4M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.16K
New
$17.65 - $18.18 $91.1K - $93.9K
5.16K $91.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5K
New
$17.93 - $18.8 $89.7K - $94K
5K $91.1M
IBP
Installed Building Products, Inc.

Consumer Cyclical
516
New
$174.32 - $254.42 $89.9K - $131K
516 $90.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.19K
New
$26.93 - $84.95 $85.9K - $271K
3.19K $87.1M
VRIG
Invesco Actively Managed ETF F

ETFs
3.46K
New
$25.06 - $25.2 $86.7K - $87.2K
3.46K $86.9M
XLP
Consumer Staples Sector Spdr

ETFs
1.09K
New
N/A
1.09K $85.9M
HD
Home Depot, Inc.

Consumer Cyclical
220
New
$385.02 - $431.37 $84.7K - $94.9K
220 $85.6M
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
5.6K
New
$14.52 - $15.51 $81.3K - $86.9K
5.6K $82.2M
PAYC
Paycom Software, Inc.

Technology
400
New
$159.94 - $240.25 $64K - $96.1K
400 $82M
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
10K
New
$8.17 - $8.66 $81.7K - $86.6K
10K $81.7M
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
919
New
$86.6 - $95.01 $79.6K - $87.3K
919 $81.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
150
New
$501.29 - $612.85 $75.2K - $91.9K
150 $78M
JPM
Jpmorgan Chase & CO

Financial Services
301
New
$205.18 - $250.29 $61.8K - $75.3K
301 $72.2M
FTCS
First Trust Capital Strength E

ETFs
817
New
$87.62 - $94.03 $71.6K - $76.8K
817 $71.7M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
261
New
$260.96 - $307.26 $68.1K - $80.2K
261 $70.8M
TMUS
T Mobile Us, Inc.

Communication Services
317
New
$206.1 - $246.94 $65.3K - $78.3K
317 $70M
MTDR
Matador Resources CO

Energy
1.2K
New
$50.33 - $60.91 $60.6K - $73.3K
1.2K $67.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
766
New
$87.25 - $95.52 $66.8K - $73.2K
766 $67.7M
PEP
Pepsico Inc

Consumer Defensive
432
New
$151.29 - $176.1 $65.4K - $76.1K
432 $65.7M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
832
New
$77.02 - $78.58 $64.1K - $65.4K
832 $64.3M
MGV
Vanguard Mega Cap Value

ETFs
511
New
$124.06 - $133.48 $63.4K - $68.2K
511 $63.8M
MUSI
American Centy ETF Tr Multisec

ETFs
1.48K
New
$43.08 - $44.5 $63.5K - $65.6K
1.48K $63.7M
AGYS
Agilysys Inc

Technology
483
New
$98.38 - $141.74 $47.5K - $68.5K
483 $63.6M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.02K
New
$31.23 - $33.51 $63.1K - $67.8K
2.02K $63.6M
FNY
First Trust Mid Cap Growth Alp
794
New
N/A
794 $63.5M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
2.99K
New
$20.06 - $25.14 $59.9K - $75.1K
2.99K $63M
MU
Micron Technology Inc

Technology
747
New
$84.16 - $113.41 $62.9K - $84.7K
747 $62.9M
VHT
Vanguard Health Care ETF

ETFs
238
New
$250.81 - $283.3 $59.7K - $67.4K
238 $60.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.33K
New
$45.07 - $47.1 $60.1K - $62.8K
1.33K $60.3M
FTC
First Tr Lge Cap Growth

ETFs
435
New
$130.13 - $149.09 $56.6K - $64.9K
435 $60.1M
Rbb Us
1.2K
New
N/A
1.2K $59.9M
SLV
I Shares Silver Trust

ETFs
2.24K
New
$26.33 - $31.74 $59K - $71.1K
2.24K $59M
IEV
Ishares Tr Europe ETF

ETFs
1.12K
New
$52.03 - $57.63 $58.5K - $64.8K
1.12K $58.5M
FYX
First Tr Small Cap Core Alphad

ETFs
574
New
$96.51 - $110.53 $55.4K - $63.4K
574 $58M
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
1.64K
New
N/A
1.64K $57.9M
ISRG
Intuitive Surgical Inc

Healthcare
110
New
$471.27 - $550.62 $51.8K - $60.6K
110 $57.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
303
New
$183.23 - $199.79 $55.5K - $60.5K
303 $56.1M
OEF
Ishares S&P 100 ETF

ETFs
193
New
N/A
193 $55.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
479
New
$113.92 - $127.38 $54.6K - $61K
479 $55.2M
PFLT
Pennant Park Floating Rate Capital Ltd.

Financial Services
5K
New
$10.67 - $11.89 $53.4K - $59.5K
5K $54.7M
FTA
First Tr Large Cap Value

ETFs
714
New
$75.21 - $83.49 $53.7K - $59.6K
714 $54.6M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
1.12K
New
$47.77 - $51.75 $53.6K - $58.1K
1.12K $54.3M
Activity Summary
Buys All Purchases 736 New Holdings 736 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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